Human Resources People Management

CHAPTER 20 BENEFIT SUMMARY AND HISTORY

5. To enroll an employee in the benefit, refer to Enrolling an employee in a
   health insurance plan on page 119, Enrolling an employee in a life insurance
   plan on page 121, Enrolling an employee in a retirement plan on page 122 or
   Enrolling an employee in a cash account on page 124.


6. Close the Benefits/Deductions Summary window.

Creating a benefit history record

Each time you adjust a benefit record for an employee, a history entry is

recorded automatically. However, you can manually re-create history

records to show previous benefit activity using the Benefits/Deductions

Summary window.

To create a benefit history record:

1. Open the Benefits/Deductions Summary window.
   (Cards >> Human Resources >> Employee-Benefits >> Ben/Deduction
   Sum)


2. Enter or select an Employee ID and highlight a benefit or deduction
   record.


3. Choose Select to open the corresponding enrollment window.


4. Choose the Benefit History Effective Date lookup button to open the
   Benefit History Lookup window.